Grant Edward Shulman
Investment adviser representative at Prosperity Capital Advisors
13 yearsExperience
2 statesRegistered in
$4.4BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Prosperity Capital AdvisorsApr 2024 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsApr 2024 to now
- Middletown Sports ComplexMar 2024 to now
- M Holdings Securities, Inc.Sep 2023 to now
- Oneteam Financial (D.B.A. for Advisory Business)Sep 2023 to now
- Premier Design and Build Co.Apr 2022 to Jul 2023
- Louro Development Group, LLCJun 2021 to Sep 2021
- Michael Cottrell PoolsMay 2021 to Jul 2021
- UnemployedSep 2020 to May 2021
- Ed Wright MasonryJun 2020 to Sep 2020
- Full- Time EducationSep 2019 to May 2023
- UnemployedSep 2019 to May 2020
- Ed Wright MasonryMay 2019 to Sep 2019
- UnemployedJan 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Prosperity Capital Advisors
Legal name: C2p Capital Advisory Group, LLC
$4.4BAssets managed
7,548Clients
103Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7809775
- Firm CRD
- 156480